Founded in November 2024 by Conor Boffeli and Derek M. Hertges, Aligned Wealth Advisors brings together over fourteen years of combined experience in financial services. Conor’s background includes nine years in wealth management, while Derek spent five years in both accounting and advisory roles before teaming up to create a practice rooted in personalized, holistic guidance. Their knowledge spans financial and retirement planning, investment management, and tax strategies—delivered with a commitment to trust, transparency, and genuine client care. Above all, Conor and Derek believe that building meaningful relationships is key to truly understanding clients’ goals, so they can craft a customized plan that helps simplify the complex and inspire long-term confidence.